Concord Wealth Partners Franklin Resources Inc Transaction History

Concord Wealth Partners

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2022 Aug 04, 2022	SELL	$23.07 - $28.02 $322 - $392	-14 Reduced 5.86%	225 $5,000
Q4 2021 Jan 21, 2022	BUY	$28.89 - $37.68 $6,904 - $9,005	239 New	239 $8,000
Q3 2021 Nov 09, 2021	SELL	$28.58 - $33.42 $3,315 - $3,876	-116 Closed	0 $0
Q2 2021 Jul 29, 2021	SELL	$28.67 - $35.74 $573 - $714	-20 Reduced 14.71%	116 $4,000
Q1 2021 May 13, 2021	BUY	$24.28 - $30.26 $3,302 - $4,115	136 New	136 $4,000

612

262M

2.32M

2.35M

Ticker BEN
Exchange NYSE
Sector Financial Services
Industry Asset Management
Shares Outstandng 498,356,992
Market Cap $9.87B
Description
Franklin Resources, Inc. is a publicly owned asset management holding company. Through its subsidiaries, the firm provides its services to individuals, institutions, pension plans, trusts, and partnerships. It launches equity, fixed income, balanced, and multi-asset mutual funds through its subsidiaries. The firm invests in the public equity, fi...

Get notified when there are updates to the investment portfolio of Concord Wealth Partners, based on Form 13F filings with the SEC.

Stay updated on Concord Wealth Partners with notifications on news.